Going for Gold: Preparing to go Down the Hill

Just as an Olympic skier wants to set themselves up for a race downhill, we want to prepare our clients for large downward moves in the market. A skier must consider all of the factors and “risks” that are going against them in a race, such as the wind, winding turns, and the mountain’s conditions [...]

3 Things that Spooked the Market Last Quarter

While investors were treated to new all-time highs in the S&P 500 once again in the third quarter, tricks were still present, enough to wipe out most of the gains in the market by quarter end. Here are some of the things that we saw spook the market: 1) Corporate Earnings Concern [...]

3 Things that Helped the Stock Market Reach New Highs in 2020

The year 2020 and “unprecedented” have gone hand in hand for the past year now, and with good reason. The entire world has had to deal with new obstacles and challenges in every aspect of daily life. This contributed to the major disparity between main street and wall street [...]

The (Queen’s) Gambit of Investing

Netflix has another mega hit on its hands with the recent release of The Queen’s Gambit, which is now the streaming service’s most-watched scripted limited series to date with 62 million views in the first month. The show follows chess prodigy Beth Harman on her journey to become the world’s best chess player. [...]

3 Things to Watch at the End of 2020

The year 2020 has been anything but normal and most everyone will be happy to see it go. Now we are 2 short months away from 2021 and the stage is set to resolve some of the year’s biggest unknowns (positively or negatively) in the coming weeks. Each of these storylines has the potential [...]

Michael Little Answers Questions About Investing in These Uncertain Times

We know that COVID-19 has taken an unprecedented toll on the economy and has investors asking “what now?” Thankfully, Michael Little was featured on Gross Mendelsohn’s latest episode of What Now to talk through some of the biggest questions investors have. Michael talks through the short and long term impact on the economy[...]

Investing in a Pandemic: Top 3 Things You Need to Know

Our government, local leaders, businesses, and Americans across the country now face a very difficult pandemic paradox: the better we manage to contain the coronavirus pandemic, the greater the devastation to the economy. To date, choosing to save lives has been a top priority for most governors; however, rising resistance to the shutdowns and [...]

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